WEST FINANCIAL ADVISORS LLC.
Grow And Protect Your Wealth With Objective Advice
Independent, Comprehensive, Caring
As an independent wealth management firm, West Financial Advisors offers you personalized financial planning services based on your life goals and guided by your best interests.
Our mission is to help you grow and protect the assets you’ve worked hard to earn and build. We put our experience to work for you by:
- Taking the time to understand your needs and aspirations.
- Creating a comprehensive financial plan that addresses retirement income, investment management, estate planning, and other concerns.
- Monitoring your investments and your overall plan objectives.
- Staying in contact with you on a regular basis.
Attaining financial security is a marathon, not a sprint. Let West Financial Advisors be your trusted partner for the long term. As a Registered Investment Advisor, we offer objective advice on a fee-only basis, free from sales quotas and commissions.
We also help companies that offer retirement plans to their employees. We design and administer closely held business retirement plans with services covering employee benefits, executive compensation and benefits, stock options, restricted stock, and pension analysis.